Hi there, 

Language patterns on earnings calls are very interesting.

This quarter has already seen a record # of mentions of “transitory.”

Why do CEOs all end up talking the same way?  

• Do they all use the same corp comms consultants?

• Does a CEO cabal determine what word everyone must use?

Quantum FOMO

While quantum computing is still in the early stages, it could change tech forever.  

And big tech doesn’t want to miss out. Google, Microsoft, Amazon, IBM, and Intel are all developing their own quantum computing hardware and have been behind several key breakthroughs in the space. 
 

Download the report to get our data-driven analysis of each player’s activities and what’s next for the space.

Reports for days

Covid-19 forced providers to reimagine all aspects of healthcare delivery, placing technologies like telehealth, digital therapeutics, and medical devices in the spotlight. 

Nearly 2 years into the pandemic, 2021 global healthcare funding had already hit $97.8B by the end of Q3'21, surpassing 2020’s record-breaking total by 21%.

Get the inside scoop on the market forces, companies, and technologies involved in healthcare’s digital shift in these 5 free reports.

Earth, wind, & fire

CEOs always see lots of headwinds.

But we just hit a 5-year high for headwinds.

Gotta manage those expectations!

They see tailwinds about 1/2 as much.

Although tailwind talk has climbed bigly.

I imagine the comparative lack of tailwinds mentions is because great performance is not due to market forces but instead a function of managerial genius.

Meta’s new reality

Facebook’s rebrand to Meta in October 2021 has been years in the making.

From VR experiences to 3D mapping, we mined Meta’s recent acquisitions and partnerships to identify its 5 most important strategic priorities in the metaverse. Check them out here. 

P&C insurance playbook

P&C insurance leaders are shifting more of their R&D budgets toward technologies that can improve the efficiency and efficacy of underwriting. Need an adoption playbook?
 

We evaluate 9 tech markets — including commercial IoT and automobile telematics — that P&C insurers should monitor, vet, and prioritize in this client-only report.

Fierce Healthcare. Heather Landi (@HeatherLandi) covers digital health markets to watch and references CB Insights research.

Financial Times. Nicholas Megaw (@NicholasMegaw) digs into US stock exchanges’ global IPO pipelines and cites CB Insights data.

Business Insider. Victor Chatenay (@ChatenayVictor) looks back on fintech trends in 2021 using CB Insights’ State Of Fintech Q3’21 report.
 

P.S. We’re hiring for a senior fintech analyst. Apply here.

Client-Exclusive Research
 

[Industrials]

Strategy map. BASF is investing, partnering, and acquiring across a wide range of industries to build more connected and sustainable end-products.
 

[Auto & Mobility]
Unbundling report. From electrification to robotaxis to the in-vehicle experience, here’s how GM is being unbundled.

[Healthcare]
Market map. These 100+ clinical trials tech companies are serving pharmaceutical companies and CROs.